Added to YB: 2024-08-12
Pitch date: 2024-08-10
AMZN [bullish]
Amazon.com, Inc.
+34.52%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their newsletter.
Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.5T
Pitch Price
$168.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
growth
Amazon.com, Inc. - $AMZN
AMZN: AWS leads cloud but faces competition. Diverse revenue streams (retail, 3P, Prime, ads) but limited segment reporting. Strong FCF growth ($50B TTM) but no dividends/buybacks yet. Prime drives loyalty. Fairly valued at low forward EV/EBIT & P/E. Bullish long-term on FCF/EPS growth despite valuation challenges.
Read full article (7 min)